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Description
A powerful, integrated platform for managing receivables that optimizes your workflows. You can create effective workflows, collaborate with colleagues, follow up better, get paid quicker, and increase cash flow. Your team can come together on one platform around a workflow that suits your business. You can assign accounts to different roles, streamline follow up campaigns, and view and track the performance of all levels of your staff. Innovative tools within FG Receiveables Manager can help you accelerate your order-to cash cycle by as much as 5x. Don't let past due accounts slow down your team's productivity. You are entitled to be paid. Powerful Reporting and Analytics -- Analyze your accounts, generate smarter interactive reporting, and use Funding Gates for easy customer account prioritization. Funding Gates monitors your receivables to recommend who you should contact. Eliminate Spreadsheets and Notepads
Description
Streamline your practice by incorporating automation, fostering team collaboration, and enhancing client satisfaction with OfficeTools CPA practice management software. Explore our resource hub to discover how top firms are diversifying their service offerings and elevating the client experience. Our comprehensive accounting practice management software enables you to manage time tracking, billing, invoicing, client contacts, projects, and documents all in one centralized location while seamlessly integrating with essential business tools. Say goodbye to the hassle of redundant data entry from various tax programs, accounting platforms, calendars, and emails. By consolidating all critical information, you will have a comprehensive understanding of the Who, What, Where, When, and Why, allowing you to prioritize your efforts effectively. Empower your clients to thrive today while strategically planning for the future with a tailored accounting and tax practice management solution designed to enable your team to achieve remarkable outcomes. This innovative software not only enhances efficiency but also contributes to building long-lasting relationships with your clients.
API Access
Has API
Yes
API Access
Has API
No
Integrations
QuickBooks Online
Yes
Cloudnine Realtime
No
Epicor Kinetic
Yes
Facebook
No
Microsoft Excel
No
Microsoft Outlook
No
Microsoft Word
No
NetSuite
Yes
Oracle BPM Suite
Yes
QuickBooks Enterprise
Yes
Integrations
QuickBooks Online
Yes
Cloudnine Realtime
Yes
Epicor Kinetic
No
Facebook
Yes
Microsoft Excel
Yes
Microsoft Outlook
Yes
Microsoft Word
Yes
NetSuite
No
Oracle BPM Suite
No
QuickBooks Enterprise
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
$50 per month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
FundingGates
Founded
2009
Website
www.fundinggates.com
Vendor Details
Company Name
OfficeTools
Founded
1997
Country
United States
Website
www.officetools.com
Product Features
Accounting
Accounts Payable
No
Accounts Receivable
Yes
Bank Reconciliation
No
Billing & Invoicing
Yes
CPA Firms
No
Cash Management
Yes
Cryptocurrency Support
No
Expense Tracking
No
Fixed Asset Management
No
Fund Accounting
No
General Ledger
No
Government
No
Multi-Currency
Yes
Nonprofits
No
Payroll Management
No
Project Accounting
No
Purchase Orders
No
Tax Management
No
Accounts Receivable
ACH Payment Processing
Yes
Billing & Invoicing
Yes
Check Processing
Yes
Collections Management
Yes
Online Payment Processing
Yes
Overpayment Processing
Yes
Partial Payments
Yes
Receivables Ledger
Yes
Recurring Billing
Yes
Billing and Invoicing
Billing Portal
Yes
Contact Database
Yes
Contingency Billing
Yes
Customer Portal
Yes
Customizable Invoices
Yes
Dunning Management
Yes
Hourly Billing
Yes
Invoice History
Yes
Mobile Payments
Yes
Multi-Currency
Yes
Online Invoicing
Yes
Online Payments
Yes
Payment Processing
Yes
Project Billing
Yes
Recurring/Subscription Billing
Yes
Service Ticket Billing
Yes
Tax Calculator
Yes
Customer Communications Management
Batch Communications
Yes
Chat / Messaging
Yes
Content Management
Yes
Email Distribution
Yes
Interactive Content
Yes
Multi-Channel Communications
Yes
On-Demand Communications
Yes
Personalization
Yes
Print Management
No
Template Management
Yes
Video Content
Yes
Customer Engagement
Analytics
Yes
Churn Management
No
Communication Management
Yes
Community Management
Yes
Content Syndication
No
Feedback Collection
No
Gamification
No
Live Chat
Yes
Video Content
Yes
Debt Collection
Agency Management
Yes
Auto Dialer
Yes
Automated Notices
Yes
Callback Scheduling
Yes
Client Management
Yes
Commission Management
Yes
Compliance Management
Yes
Contact Management
Yes
Credit Bureau Reporting
Yes
In-House Collections
Yes
Payment Plans
Yes
Transaction Management
Yes
Product Features
Accounting
Accounts Payable
No
Accounts Receivable
Yes
Bank Reconciliation
No
Billing & Invoicing
Yes
CPA Firms
Yes
Cash Management
No
Cryptocurrency Support
No
Expense Tracking
Yes
Fixed Asset Management
No
Fund Accounting
No
General Ledger
No
Government
No
Multi-Currency
No
Nonprofits
Yes
Payroll Management
No
Project Accounting
Yes
Purchase Orders
Yes
Tax Management
Yes
Billing and Invoicing
Billing Portal
Yes
Contact Database
Yes
Contingency Billing
Yes
Customer Portal
Yes
Customizable Invoices
Yes
Dunning Management
Yes
Hourly Billing
Yes
Invoice History
Yes
Mobile Payments
No
Multi-Currency
No
Online Invoicing
Yes
Online Payments
Yes
Payment Processing
Yes
Project Billing
Yes
Recurring/Subscription Billing
Yes
Service Ticket Billing
No
Tax Calculator
Yes
